Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-4
Closed -$340 82
2024
Q4
$340 Buy
+4
New +$378 ﹤0.01% 223
2024
Q3
Sell
-6,050
Closed -$436K 166
2024
Q2
$436K Buy
6,050
+1,100
+22% +$84.3K 0.17% 44
2024
Q1
$357K Buy
+4,950
New +$363K 0.14% 69
2023
Q4
Sell
-2,575
Closed -$222K 86
2023
Q3
$222K Buy
2,575
+52
+2% +$4.76K 0.09% 88
2023
Q2
$213K Sell
2,523
-40
-2% -$3.5K 0.09% 89
2023
Q1
$214K Sell
2,563
-345
-12% -$34.6K 0.09% 88
2022
Q4
$256K Buy
+2,908
New +$229K 0.12% 86
2019
Q4
Sell
-384
Closed -$63.1K 81
2019
Q3
$63.1K Buy
+384
New +$66K 0.04% 111

Other funds holding BABA